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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 99 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Other Fees | $13,392 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $650 |
Filed as: PALMER PENSION SERVICES INC Service code 13 4343 SHALLOWFORD RD, STE D2 · MARIETTA, GA 30062 | Contract Administrator | $650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,003 | $55,449-71.1% | $83,831-80.9% | $56,289-71.6% |
| Participation rate | 89.3% | 68.0%+21.3pp | 76.1%+13.1pp | 69.9%+19.4pp |
| Annual return | -7.33% | -1.38%-5.9pp | 850.99%-858.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,279 | $2,935+45.8% | $4,082+4.8% | $3,350+27.7% |
| Admin fee / account holder | $81 | $656-87.7% | $5,479-98.5% | $521-84.5% |